Jon Christoph Goshay
Investment adviser representative at Caldwell Sutter Capital, Inc.
10 yearsExperience
1 stateRegistered in
$605.7MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Caldwell Sutter Capital, Inc.Apr 2024 to now
- UnemployedSep 2023 to Apr 2024
- Stepstone RealtyJan 2023 to Sep 2023
- UnemployedJul 2022 to Jan 2023
- New WesternJan 2022 to Jul 2022
- UnemployedOct 2021 to Jan 2022
- Good Green Technology, LLCJul 2019 to Oct 2021
- Cetera Investment Services LLCJul 2019 to Aug 2019
- Foresters Financial Services, Inc.May 2019 to Jun 2019
- Rc Special EventsMay 2018 to Jul 2018
- Ross RecreationJun 2017 to Aug 2017
- Full Time Education - University of Colorado At BoulderAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Caldwell Sutter Capital, Inc.
$605.7MAssets managed
546Clients
8Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7128270
- Firm CRD
- 10489